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Wealthspire Advisors, LLC: JSMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on JSMD, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 23,094 JSMD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,094 shares
    Change vs previous 13F -1,627 shares

    0.01% of the 13F portfolio, value $2,337,971.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,721 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $1,961,574.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,720 shares
    Change vs previous 13F -622 shares

    0.02% of the 13F portfolio, value $2,016,195.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,342 shares
    Change vs previous 13F -640 shares

    0.01% of the 13F portfolio, value $2,118,962.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,982 shares
    Change vs previous 13F -3,162 shares

    0.01% of the 13F portfolio, value $2,017,510.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,144 shares
    Change vs previous 13F -609 shares

    0.01% of the 13F portfolio, value $2,039,789.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,753 shares
    Change vs previous 13F -6,252 shares

    0.02% of the 13F portfolio, value $2,233,600.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,005 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,614,143.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).